The Fee-Only® Advantage



Orchestrating Your Plan.

Different problems require different solutions. And depending on the type of assistance you need and the plan required to solve it, I can orchestrate the other professionals on your team to make sure that it’s properly implemented. With your consent, for example, I may contact your insurance agent, accountant or lawyer to make sure they thoroughly understand your current goals and work directly with them to structure the best possible solution. Once a plan is developed, it’s time to put it into action. You can implement the plan yourself or I can help you select investments and structure your portfolio to meet the objectives we’ve established. If you so choose, I can even manage your entire portfolio while providing on-going advice, periodic reviews and detailed statements that track performance against preset goals. This affords you with greater assurance of meeting your plan’s objectives and more time to pursue other interests.

blue_charts_graphsFinancial Planning Services

• Retirement Planning
• Investment Advice
• Cash Management Planning
• Insurance Analysis
• Estate Planning
• Educational Planning
• Portfolio Management


Additional Areas of Expertise

I have a special emphasis in my practice on the middle class, and in particular those people who have state, city or teachers pensions (including PERS, STRS, OCERS and LACERA). My services include assistance on these pensions as well as how Social Security works with these plans, and the related retirement savings plans, such as 403bs, tax-sheltered annuities (TSAs), 457 plans, and their related catch-up provisions. I am proud to be included on the 403bwise.com directory of financial professionals who have met their requirements.

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